Business investment plan

How to complete the Business Investment Plan

1. Business logo and branding

 The plan should include the logo and branding of the business/company in which you
will be investing/have invested.

2. Complete company and investment information

 Where indicated by highlighted text, provide the necessary details of the company,
the investment, etc.

3. Prepare Investment Plan for each actual investment.

 BUKIDNON STATE
UNIVERSITY
Fortich Street, Malaybalay City, Bukidnon, 8700
Tel (088)813-5661 to 5663; TeleFax (088)813-2717
www.buksu.edu.ph – bsupresoffice@gmail.com

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College of Business
Business Administration Department

Business Investment Plan

[INSERT THE LOGO OF THE BUSINESS IN WHICH YOU INTEND TO INVEST]

[Business Name]

Name of Investors:

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

BC ____
The Business

Business details

Company history

[Provide details]

Nature of the business

[Provide details of what the company does. If newly established, what does the company
plan to do]

Contact person in the business: [provide name, title, email and phone number]

Page 3
Registration details
Business name: [Enter your business name as registered in your state/territory. If you
have not registered your business name, add your proposed business name.]

Date registered: [Date business name registered.]

Location(s) registered: [State(s) you are registered in.]

Business structure: [e.g. Sole trader, partnership, trust, company.]

Business premises
Business location: [Describe the location. Which city or town?]

Buy/lease: [If you have purchased a business premises or are currently leasing, briefly
outline the arrangements. If you are still looking for a lease, outline your commercial
lease requirements and any utilities/facilities required.]

Organisation chart
[Outline your business structure in an organisation chart. An example organisation chart
appears below.]

Figure 1: Example Organisation Chart.

Mr X
Owner/Manager

Ms Y Mrs Z
Marketing Operations
Manager Manager

Mr A Mr B Ms C
Salesperson Receptionist Events Coordinator

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Management & ownership
Names of owners/investors:

[List all of the business owners or company shareholders.]

Details of management & ownership:

[Briefly outline % share of shareholders or partners and their role in the business]

Number of Significant Investors investing in the company:

[Provide list of all significant investors, % share in the company and their role in the
business]

Employees
Number of current full time equivalent (FTE) staff:

[Provide detail]

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Products/services
Products/Services:

[Provide information about the products/services offered by the business. Provide details
of the demand – and anticipated demand]

Growth potential:

[Provide details of the anticipated growth of the products/services offered by the

business. Explain what will drive this growth?]

The Future
[Provide information about the future plan for the business, including overall goals]

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Finances
Statement of the company’s assets & liabilities for the two months of operation
(if the company is newly established):

[provide details]

Page 7
The financial forecast for the company for the four years of the investor’s
provisional visa

[provide details]

Page 8
Source of funds for investment:

[provide details]

Project timeline
[Provide information about the timeframe for completion of the actual investment.]

Activities Date of expected

completion

Supporting documents
[Include any relevant supporting documents, such as market research, relevant licenses,
etc]

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